Peoples Financial Services
PFIS
84 hedge funds and large institutions have $137M invested in Peoples Financial Services in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 4 closing their positions.
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
136% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 14
27% more capital invested
Capital invested by funds: $108M → $137M (+$28.9M)
22% more funds holding
Funds holding: 69 → 84 (+15)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.35% less ownership
Funds ownership: 33.67% → 29.32% (-4.4%)
80% less call options, than puts
Call options by funds: $1K | Put options by funds: $5K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.1M |
| 2 |
BlackRock
New York
|
+$4.09M |
| 3 |
AWAP
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
+$1.43M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.39M |
| 5 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFSC
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
-$626K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$440K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$345K |
| 4 |
Millennium Management
New York
|
-$313K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$269K |
PFIS Hedge Fund Activity: Q3 2024 in Review
84 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Peoples Financial Services (PFIS) for Q3 2024, worth a combined $137M — up 27% from $108M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PFIS positions and 4 closed out — a net gain of 15 holders — while 33 added to existing stakes and 14 trimmed.
The largest buyer was Vanguard Group, adding an estimated $6.1M. The largest seller was Peoples Financial Services Corp, cutting an estimated $626K.
- 84 institutional investors held Peoples Financial Services (PFIS) as of Q3 2024, up from 69 in Q2 2024.
- Funds reported $137M of Peoples Financial Services stock for Q3 2024, up 27% quarter-over-quarter.
- 19 funds opened new Peoples Financial Services positions in Q3 2024 and 4 closed out, a net change of +15 holders.
- The largest Peoples Financial Services buyer in Q3 2024 was Vanguard Group, an estimated $6.1M added.
- The largest Peoples Financial Services seller in Q3 2024 was Peoples Financial Services Corp, an estimated $626K sold.
Based on aggregated 13F filings for Q3 2024.